- Evaluate individual securities for inclusion in equity portfolios using a fundamental approach that includes individual company business model, financial and sector analysis, as well as interviewing senior management teams.
- Monitor day-to-day securities market conditions and expectations, as well as economic data.
- Contribute to the construction and management of equity portfolios that will meet Insurance Company performance objectives.
- Supervise and monitor current holdings on a continual basis.
- Make timely decisions concerning the buying and selling of investments and explain in a concise manner why specific actions were taken.
- Summarize timely knowledge of various market and sector trends to present to the entire Investment Department.
- Formulate a macro-economic outlook to incorporate into the overall organizational planning.
- Evaluate new investment technologies, strategies and vehicles for application in the Sentry investment portfolios.
- Perform other job-related duties as needed.
- Bachelor's Degree or equivalent work experience required (Master's Degree preferred)
- 5-10+ years relevant work experience.
- Chartered Financial Analyst designation highly desired.
- Specialized knowledge of all aspects of investment markets.
- Exceptional background in equity analysis.
- Strong communication skills.
- Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you'll work in office.
- As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
- Meal Subsidy available for associates who report to an office.
- 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
- Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
- Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off
- Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program to encourage charitable giving.
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Portfolio Manager Senior-Equity - Stevens Point, United States - Sentry
Description
Sentry has an opportunity for a Portfolio Manager Senior- Equity Investments to join our team at our headquarters in Stevens Point, WI. This role ensures the successful management of the assigned investment portfolios through the appropriate allocation of assets. You will monitor domestic and world situations and analyze their effect on investments to ensure the successful management of the portfolios.
This hybrid role will require Tuesday through Thursday in-office in Stevens Point, WI. Mondays and Fridays can be worked from home if you choose. This role is not eligible for a fully remote schedule.
What You'll Do
As a Portfolio Manager Senior- Equity Investments, you will:
Additionally, you will:
What it Takes
What You'll Receive:
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
About Sentry
We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.
Get ready to own your future at Sentry. Opportunities await
Talent Acquisition Specialist
Kasha Dombrowski
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
